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gaming industry

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 19, 2026 by John Coogan · across every show →

Everything said about gaming industry, oldest first

Feb 19, 2026 bullish
Assertion Supported
Coogan: Roblox Captured 67% of Non-China Gaming Spend Growth
“67% of global non-China spending growth in the gaming industry last year went to Roblox.”
John Coogan Feb 19, 2026 ▶ 8:55 The SaaSpocalypse Is Over
Feb 20, 2026 negative
Opinion
Luckey argues the video game industry abandoned innovation for financial extraction
“The gaming industry, like many industries, figured out what actually worked a long time ago. They figured out how to make fun games, they figured out how to make things that make people keep coming back, but it's moved from innovation to extraction, and I will…”
Palmer Luckey Feb 20, 2026 ▶ 15:35 Palmer Luckey: Why I Started My Own Bank
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